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Earl you sold to early back on the 17th Apr you posted the below stating a 400% rise was coming this was before any mention of Microsoft. Some even big players are now using Mirriad Tech !!!
RE: Two multi billion dollar company are using Mirriad Tech!!! 17 Apr 2023 16:43
if We get a sniff of @AmagiCorp or @HarmonicInc buying
then see how this runs for 400%.
just matter of time before people realise how cheap this is
Not only does MSMN have EP145 they also have the below.
EP155 Mt Winter: Amadeus Basin
The EP 155 Mt Winter Project, in the Northern Amadeus Basin, Northern Territory of Australia is considered by independent consultants to be one of the potentially most valuable Hydrogen, Helium and natural gas prospects in Australia.
The property is held by AIM listed Mosman Oil Gas Plc and Westmarket Oil Gas, a wholly owned subsidiary of Georgina Energy Plc, via a formal Farm-in agreement has rights to earn up to a 90% working interest with Operatorship.
The Mt Winter-1 well was drilled to a depth of 2,650m TD. It did not penetrate the subsalt Heavitree Formation Hydrogen, Helium & natural gas reservoir target but reached TD in salt just above it.
With seismically defined closure based on CPR 2U calculations of 3,400 acres, nett attributable Prospective (recoverable) Resource volumes to the Company of Helium are 111 BCFG, Hydrogen 102 BCFG and natural gas 0.91 TCFG with respective in-situ values of US $38.51 billion, US $0.62 billion and US $2.72 billion.
Georgina Energy has an initial program to complete seismic, and then re-enter and/or side track the existing well to develop the Hydrogen, Helium and natural gas. Some of the natural gas would be used to power a gas separation plant with all CO2 being permanently sequestered in dedicated solution mined salt caverns providing the capabilities of carbon-neutral “blue” production of all products, ie Hydrogen, Helium natural gas.
Not to worried about the O&G with mosman it will keep ticking over and increasing with no debt mosman will be making more money from the Texas assets. The main reason I am here is the Australian assets investors seem to have ignored the Helium licenses its been a tough 2 years with delays but the company seem to be pressing on well now and with large companies near the asset drilling in Q3 any sniff of success and Mosman will rerate quickly.
so 88e have a market cap of £135m and mosman have a market cap of £5m !!!
Mosman's production and total ownership of oil & gas assets in Texas including Cinnibar & Galaxy is around the same.
Mosman have a potentially huge helium asset in Australia and 88e just drilled the biggest asset they have an found nothing.
Now I see more than ever how 7ucked up this market is and yes 88e is way overvalued but no way should mosman have a market cap of £5m rerate is certainly on the cards
Long way to go until Mosman is at fair value based on assets and no debt.
Producing Assets are worth more than the current market cap then you add the exploration assets that Mosman bought a bigger share of which I hope we will here about soon, not forgetting the Australian assets that could could put x10 on the current market cap alone.
I am continuing to buy at this price even if Georgina does not come through mosman own 100% of the asset that I am sure with more work would easily find another partner. The assets that mosman have are worth alot more than £4m so with no debt and production increasing I see no reason to do anything but add on the dips. Patience will be rewarded eventually.
Summary showing the undervaluation and potential upside -
https://twitter.com/TraderJersey/status/1506188559409205250
w/c 21st has been mentioned so lets see how the week goes. The way I see it is that Mosman still own 100% of this asset and if things don't proceed they can farm out to another company. What ever happens this company is currently seriously undervalued and is due a rerate
buzz if you look at the last 3 years across a lot of the smaller cap companies a lot are 75% down, the market will turn and MSMN will turn its too cheap at this level. The company is making progress and more money than last year so lets see what the Q1 productions figures bring and lets see if Georgina lists next week, if both come through positive you will have your your 0.4 to take your loss. At the moment at this price its a buy imo
Its all progress the more production increases the more £££ = more exploration = more production = £££££
Georgina listing next week with Mosman on a free carry with Georgina running the show this will rerate.
Production increase update this week followed by the listing of Georgina energy next week. When Georgina lists and investors see this With seismically defined closure based on CPR 2U calculations of 3,400 acres, nett attributable Prospective (recoverable) Resource volumes to the Company of Helium are 111 BCFG, Hydrogen 102 BCFG and natural gas 0.91 TCFG with respective in-situ values of US $38.51 billion, US $0.62 billion and US $2.72 billion.
Msmn have a free carry on this above and also own 100% of another license ep145.
This is due a huge rerate…
The numbers below here are staggering considering MSMN market cap is just over £4m. Whilst MSMN has a free ride on the below MSMN also own 100% EP145. Georgina Energy is listing very soon I understand and have a feeling that this along with increased production in texas and inreased prices. We could do very well on this re rate which is well over due.
EP155 Mt Winter: Amadeus Basin
The EP 155 Mt Winter Project, in the Northern Amadeus Basin, Northern Territory of Australia is considered by independent consultants to be one of the potentially most valuable Hydrogen, Helium and natural gas prospects in Australia. (MSMN also owns 100% of EP145)
The property is held by AIM listed Mosman Oil Gas Plc and Westmarket Oil Gas, a wholly owned subsidiary of Georgina Energy Plc, via a formal Farm-in agreement has rights to earn up to a 90% working interest with Operatorship.
The Mt Winter-1 well was drilled to a depth of 2,650m TD. It did not penetrate the subsalt Heavitree Formation Hydrogen, Helium & natural gas reservoir target but reached TD in salt just above it.
With seismically defined closure based on CPR 2U calculations of 3,400 acres, nett attributable Prospective (recoverable) Resource volumes to the Company of Helium are 111 BCFG, Hydrogen 102 BCFG and natural gas 0.91 TCFG with respective in-situ values of US $38.51 billion, US $0.62 billion and US $2.72 billion.
Georgina Energy has an initial program to complete seismic, and then re-enter and/or side track the existing well to develop the Hydrogen, Helium and natural gas. Some of the natural gas would be used to power a gas separation plant with all CO2 being permanently sequestered in dedicated solution mined salt caverns providing the capabilities of carbon-neutral “blue” production of all products, ie Hydrogen, Helium natural gas.